No.
|
Stock
|
Lots
|
% of Portfolio
|
1
|
AIMS AMP REIT
|
30
|
16.5%
|
2
|
Starhub
|
10
|
11.1%
|
3
|
Singtel
|
7
|
9.4%
|
4
|
SPH
|
5
|
8.4%
|
5
|
Frasers
Centrepoint Trust
|
10
|
7.6%
|
6
|
M1
|
7
|
7.5%
|
7
|
SATS
|
4
|
5.6%
|
8
|
Capitamall Trust
|
7
|
5.2%
|
9
|
CACHE Logistics
Trust
|
10
|
4.9%
|
10
|
Mapletree
Logistics Trust
|
10
|
4.7%
|
11
|
PLife REIT
|
4
|
3.6%
|
12
|
Suntec REIT
|
6
|
3.4%
|
13
|
First REIT
|
10
|
3.3%
|
14
|
Mapletree Greater
China Commercial Trust
|
7
|
2.6%
|
15
|
SembCorp
Industries
|
1
|
2.1%
|
16
|
ST Engineering
|
1
|
1.6%
|
17
|
Mapletree
Industrial Trust
|
2
|
1.2%
|
18
|
Sheng Siong
|
5
|
1.1%
|
19
|
Neratel
|
3
|
0.72%
|
Total dividends collected (2014)
|
S$11,233.20
|
Total Invested Capital
|
S$231,000
|
Projected Annual Yield (2014)
|
6%
|
Average Monthly Dividends (2014)
|
S$936
|
Available funds for investment
|
S$7,000
|
Unrealized Paper Gain (S$)
|
S$50,892
|
The world is being chaotic as usual. The Ebola virus, ISIS beheading westerners, Ukraine crisis and the latest Hong Kong 'umbrella' demonstrations. I took advantage of a recent dip in the market to add Sheng Siong and SembCorp Industries to my portfolio. These two companies have a strong cash position. Even though they do not offer high dividend yields, it is fine for me. I am already enjoying high dividend yields from my REITs and Telcos. Therefore, Sheng Siong and SembCorp Industries serve to strengthen the 'foundations' of my portfolio. No matter what happens to the world, people still need to buy groceries and use electricity. Rubbish still needs to be cleared (especially in a reputed 'Garden City' like Singapore). Waste water still needs to be filtered. These are the basic necessities of daily life, at least in Singapore.
Strengthening Foundations
Dividend Warrior